Private Client Wealth Investment Associate

JPMorganChase; Chandler (AZ); On-site; USD 90,000 - 125,000; Full time

Job summary

J.P. Morgan Chase in Chandler, AZ is seeking a Private Client Investment Associate to support Wealth Management Advisors with client service, account operations and wealth planning tasks.

You will manage requests for account openings, money movements and trades, help deepen client relationships, and ensure risk and regulatory processes are followed. This role requires security licenses and a commitment to exceptional service.

Qualifications

• Requires active Series 7 license or within 60 days of employment.
• Must also have valid SIE exam if registered after Oct 1, 2018.
• Must obtain Series 66 (63/65) and Life and Health licenses within 60 days.

Responsibilities

• Provide client service and support to Private Clients during wealth management.
• Process account openings, money movement and investment trades promptly.
• Assist in building client relationships and referral management.
• Support reviews and produce performance reports for clients.
• Adhere to Know Your Customer procedures and risk controls.
• Fulfill operational forms and compliance requirements.
• Maintain team culture and manage daily workload to meet deadlines.

Skills

Client service

Relationship building

Regulatory compliance

Risk management

Education

Series 7 license

SIE exam

Series 66 license

Life and Health Insurance license

Job description

J.P. Morgan Chase in Chandler, AZ is seeking a Private Client Investment Associate to support Wealth Management Advisors with client service, account operations and wealth planning tasks.

You will manage requests for account openings, money movements and trades, help deepen client relationships, and ensure risk and regulatory processes are followed. This role requires security licenses and a commitment to exceptional service.